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Clik Compliance Manage everything from certifications and renewals to compliance records and audits
Joblogic FSM Organise everything from jobs and invoices to reports and schedules
Clik Service Existing customer of Clik Service? Find out what the future looks like for our platform
Book a live demo

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Electrical Electrical HVACR HVACR Fire Safety Fire Safety Gas Gas Facilities Management Facilities Management
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What our clients say

See what other trade professionals say about life with Clik software

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Features
Clik Compliance Track certificates, manage renewals, and stay audit-ready.
Joblogic FSM Manage jobs, invoices, schedules, and reports from one central platform.

Suggest feature for

Clik Compliance

Bespoke Certificates Bespoke Certificates
Certification Management Certification Management
Cloud-based Certificate Storage Cloud-based Certificate Storage
Validation Engine Validation Engine
Workflow Optimisation Workflow Optimisation
See All Features

Suggest feature for

Joblogic FSM

Asset Registry & PPM Asset Registry & PPM
Customer Portal Customer Portal
Cloud-based Job Management Cloud-based Job Management
Engineer and Job Tracking Engineer and Job Tracking
Finance Integrations Finance Integrations
Accelerated Quoting and Invoicing Accelerated Quoting and Invoicing
See All Features
Resources
Blog Blog Read up on all our industry tips and tricks
Clik Training Clik Training Training option to suit your business operations
Webinars Webinars Catch up on all our past webinars and sign up for future ones
Support Centre Support Centre Explore our support guides, how-to videos and version histories for all products
ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
Pricing
ROI Calculator ROI Calculator Discover Your ROI with Clik Compliance
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Creating Qualifications

Go to Modules > Manage Qualifications.

clik service modules menu drop down, manage qualifications

Click on ‘New’.

creating a new qualification

Now you may need to create a new regulation. Regulations are the bodies that regulate the qualifications. To create a regulation, click the ‘New Regulation‘ button.

creating a new regulation

You should fill in the regulation name and website then click ‘OK‘.

regulation name and website

Next, you need to add the accreditation body. You can select an existing one from the drop-down or add a new one by clicking on ‘New Supplier‘.

creating a new accreditation body supplier

Fill in the details of the supplier and click ‘Save‘.

Now you can edit the training provider. Select an existing one or create a new one by clicking the ‘New Supplier‘ button.

adding a new training provider supplier

Fill in the rest of the qualification details.

You can set up multiple levels/achievements by clicking on ‘Setup multiple levels/achievements‘.

setting up multiple levels or achievements

Here you can then set up levels that make the whole qualification. To add a level, click on the plus icon.

adding new levels

Once you have finished creating the qualification click the ‘Save‘ button.

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Clik Service

Staff and Users

Setting Reminders for Qualifications
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Clik Service

Staff and Users

Assigning Engineers to Qualifications

Staff and Users

  • Staff and User Database Overview [Video]
  • Staff, Users and Permissions
  • Creating Digital Signatures
  • Changing the Admin Password
  • Viewing an Engineer's Workload
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Ask Tech a Question

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